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Marks Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Marks Wealth’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,251
Closed -$252K – 22
2023
Q4 		$252K Buy
+4,251
New +$245K 0.14% 11
2021
Q1 		– Sell
-4,055
Closed -$281K – 52
2020
Q4 		$281K Buy
+4,055
New +$284K 0.1% 33

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Marks Wealth's VGIT Position: Q1 2024 in Review

Marks Wealth sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2024, closing a stake of 4,251 shares — an estimated $252K sold.

Marks Wealth first reported a position in VGIT in Q4 2020 and held it in 2 quarters. The position peaked at $281K in Q4 2020. 664 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

  • Marks Wealth reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Marks Wealth sold 4,251 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $252K.
  • Marks Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 2 quarters.
  • Marks Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $281K in Q4 2020.
  • 664 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Marks Wealth's 13F filing for Q1 2024, filed 30 Apr 2024.